Botanical Journal of the Linnean Society (2001), 135: 1—11. With 21 figures doi:10.1006/bojl.2001.0417, available online at httpWwww.idealibrary.com on IDE Observations on the vegetative anatomy of Austrobaileya: habital, organographic and phylogenetic conclusions SHERWIN CARLQUIST FLS Santa Barbara Botanic Garden, 1212 Mission Canyon Road, Santa Barbara, California 93105, U.S.A. Received December 1999; accepted for publication April 2000 For the single species of Austrobaileya (Austrobaileyaceae), quantitative and qualitative data are offered on the basis of a mature stem and a root of moderate diameter. Data available hitherto have been based on stems of small to moderate diameter, and roots have not previously been studied. Scanning electron microscope (SEM) photographs are utilized for roots, and show compound starch grains. Roots lack sclerenchyma but have relatively narrow vessels and abundant ray tissue. Recent phylogenies group Austrobaileyaceae with the woody families Illiciaceae, Schisandraceae, and Trimeniaceae (these four may be considered Illiciales), and somewhat less closely with the vesselless families Amborellaceae and Winteraceae and the aquatic families Cambombaceae and Nymphaeaceae. The vessel-bearing woody families above share vessels with scalariform perforation plates; bordered bars on plates; pit membrane remnants present in perforations; lateral wall pitting of vessels mostly alternate and opposite; tracheids and/or septate fibre-tracheids present; axial parenchyma vasicentric (sometimes abaxial); rays Heterogeneous Type I; ethereal oil cells present; stomata paracytic or variants of paracytic. Although comparisons between vesselbearing and vesselless families must depend on fewer features, Amborellaceae and Winteraceae have no features incompatible with their inclusion in an expanded Illiciales. © 2001 The Linnean Society of London ADDITIONAL KEYWORDS: Amborellaceae ethereal oil cells Illiciaceae lianas tracheid dimorphism Trimeniaceae vessel origin Winteraceae wood anatomy. — — — — — INTRODUCTION — Schisandraceae — stomata — considered by most authors to belong to Laurales (see Metcalfe, 1987, for a survey). Several authors have favoured a placement in Magnoliales (e.g. Endress, 1980). Loconte & Stevenson (1991) regarded Austro baileyaceae as a sister group to the remainder of Magnoliales. Some recent workers have grouped Au strobaileya in or near Illiciales, along with Illiciaceae and Schisandraceae (Nandi, Chase & Endress, 1998; Renner, 1999). Trimeniaceae are included in this al liance by Renner (1999); the Angiosperm Phylogeny Group (1998), Nandi, Chase & Endress (1998), and Renner (1999) also place Arnborellaceae, Ca bombaceae, Nymphaeaceae, and Winteraceae close to Illiciales. This group of families was left phylo genetically unplaced and without an ordinal name by the Angiosperm Phylogeny Group (1998). The pre sentations of Nandi, Chase & Endress (1998) who call the group “Magnoliid II” and Renner (1999), who calls the group “expanded Nymphaeales”, clearly consider this group of families as basal in dicotyledons and therefore in angiosperms as a whole. Vegetative anatomy of Austrobaileya scandens C. T. White, sole species of Austrobaileyaceae, was first studied by Bailey & Swamy (1949); their work has been included in the summary of the family in Metcalfe (1987). Although vegetative anatomy of the species is relatively well known, important new details can be added here because new kinds of material—liquidpreserved mature stems as well as roots of small to moderate diameter—were available. New records for anatomical feature character states in Austrobaileya are offered below. New information concerning Austrobaileya is of spe cial interest because of the many primitive features the genus has been claimed to possess (Bailey & Swamy, 1949; Dickinson & Endress, 1983). New in formation on Austmbaileya is also of potential value because the phylogenetic position of the genus has shifted considerably in recent years, depending on the evidence adduced. Previous to 1980, Austrobaileya was 0024—4082/01/010001 + 11 $3500/0 — — 1 © 2001 The Linnean Society of London _ 4 S. CARLQUIST g .- • S :r r - p ‘ -. - n — I - i L. . r E,• L Figures 1—4. Wood sections from mature stem of Austrobaileya scandens. Fig. 1. Transverse section; vessels increase in diameter from near pith (below) to near cambium (above). Scale bar =100 tim. Fig. 2. TS. Axial parenchyma is abaxial to vessels. Scale bar=50 am. Fig. 3. Tangential section; in additional to two wide multiseriate rays, less conspicuous uniseriate rays are present. Scale bar = 100 urn. Fig. 4. Radial section; upright, square, and procumbent cells are about equally abundant. Scale bar= 100 jam. upright cells as sheathing and tip cells (Fig. 3). No quantitative data for ray width and height are given because of great variability in these features. Ray cell walls are lignified; pits are commonly bordered as seen in sectional view (Fig. 5). Starch is common in septate fibre-tracheids, axial parenchyma and ray cells. Dark- A USTROBAILEYA VEGETATIVE ANATOMY 5 ri. ‘11 ‘ Figures 5—9. Sections of Austrobaileya sccindens. Figs 5—6. Mature stem secondary xylem radial section. Scale bar = 20 jim. Fig. 5. Portions of ray cells from radial section to show bordered nature of pits. Fig. 6. Fibre-tracheid with small bordered pits and (above) a septum. Figs 7—9. TS medium-diameter root. Fig. 7. TS secondary xylem, pith below; multiseriate ray very wide. Scale bar =100 jim. Fig. S. Portion of transection, secondary xylem (lower right) and secondary phloem (upper right), with phloem ray (upper left) and xylem ray (lower left). Scale bar=50jim. Fig. 9. Bark transection with phellem at top and secondary phloem below; sclerenchyma is absent. Scale bar =100 jim. 6 S. CARLQUIST coloured phenolic compounds in some septate fibre tracheids and in some ray cells (Fig. 4). No ethereal oil cells were observed in stem secondary xylem. Root wood anatomy Growth rings absent (Fig. 7). Vessels mostly solitary, mean number of vessels per group is 1.17. Vessels are not in tangential or radial groupings. Mean vessel diameter ranges from 18 un to 70 pm. Mean vessel element length, 551 aim. All vessel elements have scal ariform perforation plates (Figs 16—19). Bars of per foration plates comparatively wide with respect to the rather narrow perforations (Figs 16—19, especially Figs 17 and 19). Pit membrane remnants present in a few perforations (Fig. 17). Number of bars per plate, 5—18; mean number, 10.3. Mean vessel wall thickness, 2.2 pm. Mean number of vessels mm 2 was not de termined because of abundance of ray tissue. Lateral wall pitting of vessels is mainly alternate (Fig. 16), although opposite, transitional, and scalariform pat terns are occasional. Circular lateral vessel wall pits are 7 jim in diameter. Imperforate tracheary elements are tracheids and fibre-tracheids; septa are clearly seen in at least some of the fibre-tracheids. Mean tracheid length, 780 pm. Mean tracheid wall thickness, 5.2 pm. Tracheid pits are circular, pit cavity diameter about 7 jim (Fig. 18, left). Apertures of the pits as seen from the lumen side of the tracheid pits are slitlilce (Fig. 20). Fibre-tracheids are often adjacent to rays. Mean fibre-tracheid length, 763 jim. Fibre-tracheid wall thickness, 0.9 jim (Fig. 21). Pits of fibre-tracheids have narrow borders; pit cavity diameter is about 4 jim. Septa in fibre-tracheids, where seen, consist of a thin primary wall. Axial parenchyma vasicentric or abaxial, in strands of two cells. Rays are uniseriate and narrow to wide multiseriate; multiseriate rays tend to become very wide toward the cambium, so that ray tissue is more abundant than fascicular tissue in the secondary xylem (Fig. 7). Ray cells are upright to square, rarely procumbent, either with thin primary walls (Fig. 8, left), or with moderately thin lignified walls. Scattered ethereal oil cells are present in the multiseriate rays, starch grains abundant in the septate fibre-tracheids (Fig. 21), axial parenchyma, and rays. Deposits of yellowish amorphous compounds are abundant in early-formed vessels, occasional in other cells as drop lets. Stem cortex, bark, and phloem anatomy The mature stem of Austrobaileya (Fig. 10) features several layers of phellem, filled with dense ac cumulations of dark phenolic compounds. There are several layers of phelloderm, some cells of which con tain phenolic compounds. Internal to the phelloderm are large cortical cells. During expansion of the stem, cortical cells are stretched tangentially, and some of these cells are subdivided by a radial division. At the inside of the cortex is a ring of sclerenchyma. The sclerenchyma consists of strands of phloem fibres (cor responding to fascicular areas of the primary stem) between which brachysclereids are intercalated. As the stem increases in diameter, the ring remains unbroken because brachysclereids are continually added. In ternal to the ring of selerenchyma is secondary phloem, including dilated phloem rays. The phloem rays are composed of thin-walled cells that contain abundant compound starch grains. The axial secondary phloem consists of nearly tangential bands of phloem par enchyma alternating with bands of nonfunctional sieve cells, except close to the cambium, where sieve cells are still functional. Within the secondary phloem are axially elongate idioblasts containing dark phenolic compounds (Fig. 12). These idioblasts are in vertical strands of one to three cells. Scalariform sieve areas are conspicuous in radial sections of secondary phloem (Fig. 13). No companion cells in the ordinarily accepted sense of the term were observed in the material ex amined (Fig. 11). Root cortex, bark, and phloem anatomy The outer surface of the root is clothed with layers of phellem (Fig. 9); phellem cells are filled with deposits of dark phenolic compounds which give the root a brown colour in gross aspect. Internal to the phellem and phellogen are several layers of phelloderm, most of which lack deposits of phenolic compounds. Cortical parenchyma cells and phloem ray cells with compound starch grains. Parenchyma cells in both cortex and ray regions are stretched tangentially and many of them are subdivided by radial divisions (Figs 8, 9). There is no sclerenchyma of any kind in the cortex or phloem. Axial secondary phloem consists of phloem par enchyma cells and sieve cells; no companion cells were observed. In all but the youngest portions of the sec ondary phloem, crushed sieve cells are intermixed with persistent phloem parenchyma (Figs 8, 9). The phloem ray cells have thin nonlignified walls. Ethereal oil cells are present in phloem rays and cortex (Fig. 5, arrow). Pitk anatomy In the mature stem, pith cells are circular in transverse section but when seen in longitudinal sections are elongate, rectangular in outline. Pith cells decrease in diameter toward the periphery of the pith (Fig. 1). Many of the pith cells have horizontally-orientated septa with thin primary walls only. The root studied (Fig. 7) has a pith composed of slender sclereids that are elongate as seen in lon gitudinal section. No ethereal oil cells were observed in pith of either the stem or the root. A USTROBAILEYA VEGETATIVE ANATOMY 7 112 Figures 10—15. Sections of Austrobaileya scandens. Fig. 10. TS outer portion of mature stem, secondary xylem below, bark above. Scale bar= 100 lam. Fig. 11. TS secondary phloem with portion of secondary xylem, below; no companion cells evident. Scale bar = 20 jam. Fig. 12. Radial section from young stem with a little secondary growth; cells with dark contents are elongate idioblasts containing phenolic compounds. Scale bar =100 am. Fig. 13. Sieve areas on sieve element from radial section of mature stem. Scale bar = 20 tm. Figs 14, 15. Stomata and adjacent epidermal cells from paradermal section of leaf. Scale bar = 201am. Fig. 14. Stoma with subsidiary cell above upper guard cell, subdivided epidermal cells below. Fig. 15. Stoma with subdivided cell above upper guard cell; no other subsidiary cells definable. 8 S. CARLQUIST Figures 16—21. SEM photographs of radial section of secondary xylem of medium-diameter root of Austrobaileya scanclens. Fig. 16. Portions of two perforation plates; lateral wall pitting at upper left. Fig. 17. Four perforations, with pit membrane remnants present in the central two. Fig. 18. Scalariform perforation plate at right; at left, tracheids with outer surfaces exposed, showing circular pit membranes. Fig. 19. Vessel with narrow perforations, left; tracheid at right. Fig. 20. Inner surface of tracheid, showing slitlike pit apertures. Fig. 20. Portions of fibre-tracheids filled with compound starch grains. Magnification scale at lower right in each figure = 5 jim. A USTROBAILEYA VEGETATIVE ANATOMY Leaf anatomy and stomata The observations on leaf anatomy offered by Bailey & Swamy (1949) were confirmed in the present study. The stomata of Austrobaileya have been reported to be paracytic or anomocytic. That description is con firmed by the present study. Two stomata are il lustrated here. The stoma in Figure 14 would be paracytic if there were a true subsidiary cell paralleling the lower guard cell in the photograph. Instead, there are two epidermal cells that appear to have cut off derivatives that parallel the lower guard cell. Above the guard cell pair in Figure 15 is a subsidiary cell that has been subdivided. These stomata do not correspond exactly to the concept of paracytic subsidiary cells (or to the equivalent in other systems of stomatal terminology), but could be considered intermediate between paracytic and anomocytic. DISCUSSION Habit and organography Correlations between habit and wood anatomy must be examined before characters likely to reflect taxonomic relationships can be identified. The data in Table 1 highlight wood modifications related to habit. Austro baileya is a liana. The nature of wood with respect to the lianoid habit in possibly related genera has been examined in a series of papers that cover the three other families of the revised order Illiciales. All species of Schisandraceae are scandent, albeit variously, and their wood has been studied by Cariquist (1999). Pip tocalyx of the Trimeniaceae is a liana, and data on its wood may be found in Carlquist (1984). All Illiciaceae (Carlquist, 1982b) and the genus Trimenia Carlquist, 1984) of Trimeniaceae are shrubs or trees and have wood patterns typical of nonscandent woody plants and therefore offer good comparisons for study of wood modifications of the scandent genera. The samplings of woods of lianas by Carlquist (1975) show the following characteristics for the lianoid species: vessels wider, the stems beginning with narrower vessels but pro ducing increasingly wider vessels as secondary growth proceeds; (2) vessel density (number of vessels mm 2 of transection) relatively great when one takes the wide vessel diameter into account; (3) vessel elements shorter; (4) in those families with scalariform per foration plates (e.g. Dilleniaceae, in which Tetracera is scandent), fewer bars per perforation plate. The vessel elements of Austrobaileya may not seem short, but when compared to those of Illicium, they are shorter. Length of vessel elements in scandent species may not represent the scandent habit per se, but may be related to the degree of phylogenetic specialization of the scandent genus, since more specialized dicotyledons tend to have shorter vessel elements (Bailey 9 & Tupper, 1918). Another possible factor in this regard is that scandent species accumulate secondary xylem relatively slowly, and thus may exhibit a more juvenile wood; in typical woody species, length of vessel ele ments increases with amount of secondary growth (Bailey & Tupper, 1918). The differences between stem wood and root wood of Austrobaileya may be explained by function: the roots evidently serve more for storage (judging from abundance of ray tissue and abundance of starch), the stems more for water conduction. Thus, the root vessels of Austrobaileya are narrower than those of the stem, which runs contrary to the generalization of Patel (1965) that within a give species, root vessels are wider than those of stem. The narrowness of perforations in perforation plates of roots of Austrobaileya may also be also indicate that the root structure is less adapted to meet high conductive rates of water in comparison to the stem, in which perforations are relatively wide and bars comparatively thin. There are ethereal oil cells in the cortex and phloem rays of the root in Austrobaileya, whereas ethereal oil cells have not been reported in comparable tissues of the stem (Table 1). Perhaps the abundance of starch storage in the root and the presence in the soil of starchconsuming pathogens provide reasons for a selective value of ethereal oil cells in the root. Likewise, the dark-coloured phenolics in phellem of the root may deter predation or entry of pathogens. Ethereal oil cells are present in wood of Schisandraceae (Table 1), but not in wood of Illiciaceae. Mucilage cells, a sort of close vicarious equivalent to oil cells, are present in fibre-like axial xylem cells of Trimenia and in ray cells of Piptocalyx. The lack of oil cells in Illicium wood is not a significant taxonomic character; oil cells are located elsewhere in the plant in Illicium (Table 1). Idioblasts (crystals, laticifers, etc.) are always more common closer to the surface of a plant, and are least common in wood (deposition of deterrent compounds in the lumina of dead heartwood cells forms a barrier to rot or predation equivalent to the idioblasts near the plant surface). Phylogeny Austrobaileyaceae are grouped with the vessel-bearing families Illiciaceae, Schisandraceae, and Trimeniaceae into an order that could be called an expanded version of Illiciales, by the Angiosperm Phylogeny Group (1998), and other recent authors (see Introduction). Features that link Austrobaileyaceae, Illiciaceae, Schi sandraceae, and Trimeniaceae with respect to wood anatomy are (Table 1): vessels with scalariform per foration plants (chiefly with more than 10 bars); bordered bars on perforation plates; pit membrane remnants in perforation (see Cariquist, 1992); vessels 10 S. CARLQUIST with mostly alternate or opporsite lateral wall pits; tracheids with large circular bordered pits (both tracheids and septate fibre-tracheids in Austro baileyaceae; septate fibre-tracheids and no tracheids in Trimeniaceae); vasicentric axial parenchyma (tending towards abaxial in Austrobaileyaceae and Sch isandraceae, some diffuse parenchyma in Illiciaceae); rays corresponding to Heterogeneous Type I of Kribs (1935); and ethereal oil cells or mucilage cells (see comments in above paragraph). This is a surprising list of shared features, and all of them except for the presence of septate fibre-tracheids are best interpreted as primitive character states (plesiomorphies). The development of fibre-tracheids in Austrobaileya has been interpreted as an apomorphy here. The ray type in all four families is the same. The scalariform endwall pitting of tracheids in Amborella (Metcalfe, 1987) may be a precursor to development of vessels with scalariform perforation plates, as in Austrobaileya and Illiciaceae. A striking feature of considerable phylogenetic sig nificance is the presence of porose pit membrane rem nants in Austmbaileya, Illiciaceae (Carlquist, 1992) and Schisandraceae (Carlquist, 1999). Trimeniaceae have not been studied in this respect. The porose pit membrane remnants seem just a small step beyond the porose pit membrane (presumably intact) of tra cheids of Bubbia (Carlquist, 1983). The lack of companion cells in Austrubaileya claimed by Bailey & Swamy (1949) was essentially confirmed by Huber & Graf (1955), who found only a few companion cells. No companion cells were identified in the present study. Srivastava (1970) claimed that Austrobaileya has companion cells but he used an altered definition of that terms. Companion cells have traditionally been considered sister cells of sieve-tube elements, but Sri vastava (1970) considers cells that are not sister cells of the sieve elements to be companion cells. This par allels a similar departure from the traditional defin ition in Gnetum (Martens, 1971). The radial files of slender parenchyma cells alternating with sieve cells in Gnetum have been rejected as companion cells by most (but not all) authors (Martens, 1971). Austro baileya differs from Illiciaceae, Schisandraceae, and Trimeniaceae in having a paucity of companion cells, if the observations of Huber & Graf (1955) are correct, but this is a difference of degree rather than a character state difference, since companion cells are more abund ant in the three families named (Melcalfe, 1987). Features of bark of Austrobaileya other than oc currence of companion cells are compatible with what is known about the bark of Illiciales sensu lato (see Metcalfe, 1987). Nodes are unilacunar in all four families (Table 1), with deviations only in trace number: two in Sch isandraceae (three traces) and one in Illicium. Stomata are paracytic or possibly some related type in the woody families of the expanded Illiciales except for Austrobaileya (which has mixed anamocytic and paracytic) Illiciaceae (paracytic and laterocytic) and Schisandraceae (haplocheilic) according to Metcalfe (1987). In the haplocheilic type, the subsidiary cells are cut from adjacent epidermal cells rather than from the mother cell of the guard cell, and some stomata in Austrobaileya may correspond to an incipient haplo cheilic type. More study of ontogeny of stomata, with appropriate terminological corrections, is needed. Chloranthaceae are said to have “paracytic variants” in stomata of leaves (Metcalfe, 1987), and this term might be applied to Austrobaileya and Schisandraceae as well. Thus, vegetative anatomy as a whole supports the concept of an expanded Illiciales. 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